DOSSIER · 13F-HR · Q3 2026
Harbor Group, Inc.
$849M in tracked AUM across 121 positions as of Q3 2026.
HG
CIK 0001840486 · last filed Sep 30, 2026
AI Analysis · Q3 2026
Comprehensive Analysis of Harbor Group, Inc. SEC 13F Filing
1. Portfolio Overview
Harbor Group, Inc. has reported a significant expansion in its investment portfolio for the period ending December 31, 2025. The total portfolio value surged by 109.0%, rising from $319.63M in the previous quarter to $668.18M. This doubling of assets under management indicates a substantial inflow of capital or a aggressive re-allocation strategy during the quarter.
The portfolio demonstrates a ...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2026. Methodology
Quarter at a glance — Q3 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q3 2026.
Filing history
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